Create estimate template
Streamline your estimate creation process! The system offers a library of pre-designed estimate templates that can significantly reduce the time and effort required to generate professional estimates.
- Go to Settings.
- Navigate to CRM > Estimate > Template.
- Click on Add Estimate Template button which is located on top right corner.
To create an estimate template from Estimate.
- Estimate: Navigate to CRM > Estimates then add estimate and click on “Make Template” button which is located on bottom left corner.
Estimate Template Header Field:
- Template Name: A mandatory field is available for users to enter a descriptive name for the template.
- Customer: This is not a mandatory field, users can click on dropdown ▼ then search and select customer.
Estimate Template Line Items:
You can add individual line item details in the line items editor, such as product, rate, quantity, and unit of measurement (UOM). Enter a new value in the appropriate column. Learn more about using the line items editor.
Estimate Template Footer Field:
- Message Displayed On Estimate: An optional message field allows users to include additional information on the estimate receipt.
- Message Displayed On Statement: An optional message field is available for users to include any relevant details, functioning as a memo on the estimate receipt.
- File Attachments: Users can attach relevant documents to the estimate or remove them as needed.
- Add discounts, and taxes: You have the ability to include discounts and taxes for the subtotal. Learn more about taxes and discounts.